Rebalance Chief Marketing Officer Lauren Simpson and Matt Jude, CFP®, share practical strategies for young investors, from building an emergency fund and maximizing employer retirement plans to choosing the right accounts and investments for long-term financial success. Transcript Lauren Simpson: Hi, and welcome to our webinar, Start Early, Save Smart. This is a Rebalance client-only… Read more »
Drawing on his experience as a former pro basketball player, Dan Mavraides, Senior Vice President of Wealth Management and Deputy Chief Investment Officer at Rebalance, knows firsthand that income doesn’t last forever. He encourages student athletes earning NIL money to save and invest early — because the power of compounding can set them up for lasting financial success.
When markets get rocky, the urge to sell and wait it out can be hard to resist — but Matt Jude, CFP® and Rebalance Vice President of Wealth Management, warns that trying to time the market almost always backfires. At Rebalance, Matt helps clients stay disciplined by being available to talk through the uncertainty and reassess their financial plan with current market conditions in mind.
Rebalance Investment Committee Member Burton Malkiel explains why he believes in Rebalance’s approach to investing, including broad diversification, low fees, index funds, dollar-cost averaging, and regular portfolio rebalancing. Transcript Burt Malkiel: I joined Rebalance because what it does is everything that I believe in. It believes in broad diversification, which is something I have believed… Read more »
Christie Whitney, CFP®, explains how a personalized financial plan can help investors align their money with their goals, from building savings and preparing for retirement to managing taxes, insurance, and estate planning. Transcript Christie Whitney: How exactly do we put this baseline financial plan into place? I will go through the steps here. We have… Read more »
U.S. Secretary of Labor Thomas Perez showcases Rebalance during a keynote speech announcing the new fiduciary rule designed to make investing safer for all Americans. Click below to watch the exclusive video!
Rebalance Investment Committee Member, Charley Ellis sits down with PBS host Consuelo Mack and explains how index investing can lead to above average results.
Rebalance IRA Investment Committee member Charley Ellis talks to Consuelo Mack on PBS WEALTHTRACK about how everyday investors can achieve above-average results through index investing. Transcript Consuelo Mack / Intro: Well, this week’s guest is a globally recognized financial thought leader who has appeared exclusively on WEALTHTRACK over the years. He is Charles Ellis, a… Read more »
U.S. Secretary of Labor Thomas Perez showcases Rebalance IRA during a keynote speech announcing historic new rules designed to make retirement investing safer for all Americans. Narrator Recently, the U.S. Department of Labor approved a new rule that makes retirement investing safer for all Americans by holding advisors to what’s called a fiduciary standard, meaning… Read more »
Scott Puritz’s tenacity for helping people achieve more as Managing Director at Rebalance translates to his philanthropic endeavors with North Carolina Outward Bound School, where he is a longtime member of the Board of Directors and Chairman of the Investment Committee, and helps establish scholarships for financially disadvantaged teenagers, some of whom are featured in this video.
